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- Superannuation
- Proposal to require license to deal in, or give advice on, SMSF borrowing arrangements as “financial products”
- SMSF Borrowing: Cleardocs documents updated to reflect changes in the law
- Cleardocs Update — green light for the new super fund borrowing rules
- Super fund borrowing rules: proposed new laws making things clearer
- 'Special income' aka 'non arm's-length income' and complying superannuation funds including SMSFs — recent case: Darrelen Pty Ltd v Commissioner of Taxation
- SMSF deeds, deeming clauses and Macquarie Group Services 'Warning'
- Superannuation Contributions and Income Tax — for Self-Managed Superannuation Funds
- Maintain some SMSF Reserves — Understanding how reserves can benefit your Self Managed Superannuation Fund
- Minimum Annual Pension Payment Requirements: To pay or not to pay — that is the question
- Superannuation: Deductibility of insurance premiums for disability benefits
- Self Managed Superannuation Funds (SMSF)s buying in-house assets: When will the ATO allow it?
- Advances from Trusts: Be careful how you categorise them for tax purposes — recent case
- SMSFs: Auditing and Contraventions — How to keep your self managed super fund compliant
Part 2 of 2 — SMSF Compliance - SMSFs: Auditing and Contraventions — How to keep your self managed super fund compliant
Part 1 of 2 — SMSF Audits - Compliance with SMSF residency rules — recent case
- Allocating a single Self Managed Super Fund (SMSF) contribution across two financial years
- Understanding — Contributions, Contributions Caps and Reserves
- Binding Death Benefit Nominations — Negotiating the uncertainty
- An SMSF member may appoint their representative to be trustee in their place — ATO guidance released
- SMSF borrowing: tax risk for any payments under a guarantee - draft income tax ruling
- SMSFs & Instalment warrant arrangements
- More on updating SMSF deeds - what if the SMSF is paying a pension?
- Changes to the SMSF residency trap
- 3 messages for SMSF trustees
- SMSF pensions — the importance of the documents
- Into the red: non-compliance and leveraged SMSFs
- Holiday Homes in SMSFs — a narrow opportunity
- Binding death benefit nominations — Caution required on non-lapsing nominations
- The ATO on SMSFs and related party acquisitions
- Superannuation update for 2008
- Termination payments: what are the super contribution rules?
- Super in 2007: An eventful year in review — opportunities for you and your clients
- The ATO's View on the Meaning of "In-House Assets" — New Draft Determination
- "Better Super" Developments: Investments in Instalment Warrants by Superannuation Funds Segregating Pension Assets
- Defined benefit pensions: Relaxing the rules on transferring 'asset-test exempt' income streams
- The ATO's latest thinking on the Sole Purpose Test for SMSFs
- Regulation of SMSFs — report by Australian National Audit Office
- Happy new year!
- "Simpler Super pensions" 3 months transition: then one type only
- "Simpler Super" and ETPs - "Eligible" becomes "Employment"
- "Simpler Super" changes to Death Benefits - the so called "Death tax"
- ATO priorities on regulating SMSFs
- Simpler superannuation pensions: old pensions, new pensions and things to keep in mind.
- February 2007 Developments in Super Simplification
- Superannuation Simplification: the law takes shape
- SMSF Members overseas? Beware the residency trap
- Outcomes of the 'Simpler Superannuation Plan' consultation period
- More funding for regulation suggests more scrutiny ... records and deeds up to date?
- Self-managed superannuation funds: "related party transaction" extends to marriage breakdown
- Super claw back from bankrupts?
- Five strategies for boosting spouse super savings ... Even after this year's budget
- SMSF Regulation: conflicts of interest: commission arrangements
- Over 55? Is Transition to Retirement Pensions the right strategy?
- Can SMSFs with individual trustees pay retirement benefits as lump sums?
- Transferring to another fund may prevent splitting
- SMSF's and the sole purpose test: does carrying on a business breach the test?
- Victorian Land Tax Reminder for SMSF trustees
- The challenge of keeping your SMSF trust deed current: even in the accumulation phase
- New considerations to decide if an "interdependency relationship" exists
- SMSFs: changes to new contribution splitting between couples
- SMSF: Good news for accumulation fund members
- SMSFs & Defined Benefit Pensions - Finalisation at last
- Changes to pension payment provisions
- Update to Cleardocs SMSF Deed
- Superannuation & Tax changes. Legislation update
- ATO ups the ante on Self Managed Superannuation Fund compliance
- Binding Death Benefit Nominations — Negotiating the uncertainty
- An SMSF member may appoint their representative to be trustee in their place — ATO guidance released
- SMSF Borrowing: Cleardocs documents updated to reflect changes in the law
- Stronger Super – setting a path for future reform of the Australian Superannuation Industry
- Building on land owned by an SMSF: the ATO's view
- Ending and starting SMSF pensions: the ATO's view on apportioning pension components
- Superannuation
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- Trusts
- Unrealised capital gains can constitute trust income — recent case: Clark v Inglis
- The ATO shifts its view on Division 7A loans and unpaid trust entitlements
- The ATO responds to Bamford's case on Discretionary Trusts
- Understanding the Cleardocs trusts : Part 1 of 2 — a comparison table of key benefits and things to be wary of
- Hybrid Trusts — Is interest on an investment loan deductible?
- The definition of 'trust income': the trust deed prevails
- Trusts in 2007: An eventful year in review — opportunities and issues for you and your clients
- "Service trust arrangements" for professional service firms - end of the "market rates" review period
- Changes to the Victorian Duties Act
- Family Trusts extending the "vesting date"
- Unit Trusts and Land Tax - Changes in NSW
- Discretionary trusts : Asset protection outcomes challenged
- Cleardocs' New Hybrid Trust Deed
- Changing a Trust without triggering a CGT payment
- Trusts
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- Intellectual Property
- Online video piracy: a successful lesson in protecting intellectual property rights — two recent cases
- Copyright — how does it affect my business?
- Industrial Designs, "artistic craftsmanship" and possible copyright protection - a new case
- Protecting the commercial value of your businesses' name, sound, smell, etc.
- Intellectual Property
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- Tax (Legislation and Law)
- SMSFs using unrelated trusts to circumvent restrictions on the SMSF lending to a member of the SMSF — ATO Taxpayer Alert TA2010/5
- Corporate restructures and exemptions (or not) from duty — WA case: Commissioner of State Taxation v EDI Rail (Maryborough) Pty Ltd
- The ATO shifts its view on Division 7A loans and unpaid trust entitlements
- Division 7A loan agreements: Proposed Reforms and Recent Cases
- The ATO renews its scrutiny of 'service trust' arrangements
- New income tax ruling: Genuine Redundancy Payments
- Superannuation 'No TFN tax': Now is a great time to claim it back
- ATO Compliance Program for 2008-2009
- Employee Share Scheme discount tax delayed no more — Employee tax options limited in 2008 Federal Budget Announcement
- Uncommercial use of hybrid trusts: Taxpayer Alert 2008/3
- SMSFs borrowing through Instalment Warrants: the ATO's views
- SMSFs and compliance: A new urgency
- ClearLaw April 2008 summary
- If a company doesn't pay its tax, then the directors must — you can run but you can't hide
- Division 7A: Some thinking from the ATO on Division 7A implications for 'former shareholders and associates'
- Tax update for 2008
- 'Wash sales' get an airing — new tax ruling ... beware
- Tax in 2007: An eventful year in review — opportunities for you and your clients
- Substantially Self-Employed — Super Contributions: It's all in the timing
- FBT Christmas joy — The costs of corporate Christmas parties
- Changes to Division 7A and the Tax Commissioner's grace period for past mistakes – Cleardocs provides a solution
- GST refunds on forfeited deposits under sale of land contracts
- ATO Compliance Program for 2007-2008
- Increasing access to small business tax concessions
- Cuts to Victorian Land Tax Proposed
- ATO Tax Audits: Part 2 - Strategies for dealing with an ATO tax audit
- Preparing for an ATO Tax Audit: Part 1 - Strategies for getting the house in order
- Capital gains tax new rules for non-residents: Practical implications
- CGT & Non-Residents: "All New" Rules ... and good news
- Marana and Toyama -- a solution at last
- GST: You say Marana, I say Toyama... New case muddies the cloudy water
- New law to remove the suggestion from Marana Holdings case that the sale of some residential premises is not input taxed
- New Victorian land tax laws: some good news some bad
- Income Tax: Deductibility of service fees paid to associated service entities: Phillips arrangements
- Tax (Legislation and Law)
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- Professional adviser related
- Proposal to require license to deal in, or give advice on, SMSF borrowing arrangements as “financial products”
- Know your customer: the legal position Anti-Money Laundering and Counter-Terrorism Financing: Key Obligations
- Financial planner prevented from working for clients of his practice. Restraints of Trade: Reasonableness and enforceability
- Legal Professional Privilege: Advisors should be careful not to waive LPP
- New ASIC guidance on financial product advice
- Professional adviser related
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- Business structuring
- Companies vs Sole Traders: Things you need to consider
- Economic recovery drives amendments to Australia's Foreign Investment Policy
- Business Structures in 2007: An eventful year in review — issues for you and your clients to consider
- Joint venturers v. Partners: Do they owe the same duties to one another?
- Business structuring
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- Company Registration
- Related Party Transactions: ASIC guide for public companies, and reminders for proprietary companies
- Overview of some things to consider when registering an Australian company
- Division 7A and Unpaid Present Entitlements: determining the amount of a deemed entitlement
- ATO guidance on exercise of Commissioner's discretion to disregard operation of Division 7A
- ATO publishes draft taxation determination on interposed entity rules in Division 7A
- Company Registration
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- Employment Related
- How to communicate with a job candidate you don’t employ
- Paid parental leave from 1 January 2011 — are you ready?
- Business Sales — protecting employees who move to the buyer
- Sexual Harassment – Time to move against it
- Need to hold a difficult conversation with a staff member at work? Here are some tips to help you get it right
- Employment Related
- ClearNews
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Blog
- Part 2: Case studies of trading SMSF assets (and replacement assets) bought under an instalment warrant arrangement
- Part 1: Trading SMSF assets (and replacement assets) bought under an instalment warrant arrangement
- SMSF trustee: company or individuals?
- Beware - early access to super is a SCAM!
- A rose by any other name... choosing a name for your company, trust, or SMSF
- Fastest online company registration
- The importance of the relationship between professionals and their clients
- Cleardocs Breakfast Seminars - SMSF Borrowing
- Instalment warrants - working with your bank
- Instalment Warrants, SMSF borrowing, what's happening
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